Outreach and Research Coordinator

Job Description:
We are seeking a highly organized, detail-oriented, and proactive Outreach and Research Associate to join our team. This multifaceted role requires exceptional skills in outreach, managing data, supporting research initiatives, and providing operational support to streamline processes. The ideal candidate will thrive in a dynamic environment and demonstrate strong multitasking abilities, attention to detail, and excellent communication skills.

Key Responsibilities:
Essential Duties:

• Join calls to take notes, document action items, and organize follow-ups.
• Review AI-generated call summaries to record notes in the CRM and assign follow-up tasks.
• Transpose and format data in Excel for uploads to various platforms.
• Cross-reference and update data between systems to ensure accuracy.
• Research companies from provided lists and perform an initial scoring against predefined criteria.
• Conduct initial outreach (via email and phone) to potential acquisition targets.
• Research podcast guests and prepare outlines for episodes.
• Schedule initial outreach and appointments for podcast guests.
• Develop one-pager summaries based on acquisition target research.
• Maintain up-to-date calendars for both professional and personal schedules.
• Review listing sites to identify new acquisition opportunities.
• Make initial information requests to brokers and complete initial outreach forms.
• Maintain and organize cloud-based document and opportunity storage systems.

Nice-to-Have Skills:

• Develop and edit outreach materials such as postcards, letters, or videos.
• Provide podcast editing and technical support.
• Manage social media accounts, including creating and scheduling posts for LinkedIn, X (formerly Twitter), and other platforms.
• Create light graphic designs for ads and flyers using tools like Canva.

• Proven experience in doing outreach.
• Strong organizational and time-management skills.
• Proficiency in tools such as Excel, CRMs, and cloud storage systems.
• Excellent verbal and written communication skills.
• Attention to detail and ability to cross-reference and manage data accurately.
• Experience with initial outreach, research, or related tasks is a plus.
• Familiarity with podcast production, social media management, or light graphic design is an advantage.
• Self-motivated with the ability to work independently and take initiative.

This role is ideal for someone with a passion for outreach, operations, research, and content support, looking to make a significant impact within a growing organization.

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.

• Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

Salary: $1000 - $1500
Schedule: EST